@@ -40,8 +40,6 @@ To share an existing account with other admins:
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4141![ Close the confirmation screen once the share is successful] ( {{site.url}}/assets/images/Help-ShareBankAccount-4.png ) {: width ="100%"}
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43- ---
44-
4543## What happens after sharing a business bank account
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4745- The shared-to admins will receive a Concierge message letting them know the account was shared.
@@ -59,19 +57,18 @@ To share an existing account with other admins:
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6058When changing the ** Authorized Payer** in a Workspace:
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62- - If you have access to the existing bank account but the new payer doesn’ t:
63- - You’ ll be prompted to ** share** the bank account directly from the ** Authorized payer ** screen.
64- - We’ll share the bank account immediately if you proceed.
65- - You’ll land on a confirmation screen after the share is successful.
60+ - If you have access but the new payer doesn' t:
61+ - You' ll be prompted to share the bank account from the Authorized Payer screen.
62+ - The account shares immediately when you confirm.
63+ - A confirmation screen appears after successful sharing .
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6765- If your own copy of the bank account is pending validation, and you try to assign a new payer who doesn’t have access:
6866 - You’ll see an error prompting you to ** validate your account first** by entering the test transactions before changing payers.
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7068- If ** neither** you nor the new selected payer has access:
7169 - You’ll be shown an error telling you to ask the current payer to share the account.
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73- These flows ensure you can only set an Authorized Payer who already has bank account access or is granted access during the flow.
74-
71+ This process ensures you can only set an Authorized Payer who already has bank account access or receives access during the payer change.
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7673---
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